Market movements can naturally cause your investment portfolio to drift away from your original target allocation. Over time, this shift may unknowingly expose your investments to more risk (or less growth potential) than your financial plan intended. In this episode, Jerry Davidse breaks down why portfolio rebalancing is a fundamental habit for maintaining long-term discipline and navigating market volatility with clarity.

In This Video:

• What portfolio rebalancing is and how it helps keep your asset allocation on track

• How strong market gains can shift your stock and bond mix over time

• Why rebalancing may involve selling appreciated assets and reallocating proceeds

• How market downturns could create opportunities to rebalance at lower prices

• The role of a disciplined framework  ...